SMF16
Wealth managers
Showing 50 newest active appointments

SMF16s at wealth managers

Recent active SMF16 appointments at firms classified as wealth managers.

What SMF16 means

SMF16 is the FCA-approved senior manager with formal accountability for overseeing the firm's compliance with FCA rules and wider regulatory obligations, including the design and effectiveness of the compliance framework and monitoring.

It exists to give the FCA a single, clearly identifiable person responsible for managing regulatory and conduct risk, advising senior leadership, and ensuring issues are investigated, remediated, and notified where required.

Latest active appointments

Mr Gidon Jonathan Said

SMF16 Compliance Oversight

Active since 6 February 2026
MiFID
FRN 984287
Investment and advice, Wealth manager

Firm

Novara Wealth Ltd

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Mr Ian Stuart Else

SMF16 Compliance Oversight

Active since 4 February 2026
FRN 1036610
Investment and advice, Holistic financial planner

Firm

4 Financial Planning Ltd

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Mr Mark O'Flaherty

SMF16 Compliance Oversight

Active since 2 February 2026
MiFID
FRN 1035673
Investment and advice, Wealth manager

Firm

Air Capital Partners Limited

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Mr John Chadwick

SMF16 Compliance Oversight

Active since 20 January 2026
FRN 1035073
Investment and advice, Holistic financial planner

Firm

Blackwood Financial Planning Limited

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Mrs Rebecca Elicia Standeven

SMF16 Compliance Oversight

Active since 19 January 2026
FRN 1041953
Investment and advice, Holistic financial planner

Firm

Dr David Smith Financial Services Ltd

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Mr Christopher Richard Philcox

SMF16 Compliance Oversight

Active since 15 January 2026
FRN 1036461
Investment and advice, Wealth/investment advisor

Firm

Clearly Independent Financial Planning LTD

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Mr Kristopher Martin Dabner

SMF16 Compliance Oversight

Active since 7 January 2026
FRN 1032694
Investment and advice, Holistic financial planner

Firm

KMD Financial Planning LLP

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Francis Keith Jarman

SMF16 Compliance Oversight

Active since 6 January 2026
MiFID
FRN 933488
Investment and advice, Holistic financial planner

Firm

Renaissance Financial Ltd

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Mr Christopher Robert Bradley

SMF16 Compliance Oversight

Active since 5 January 2026
FRN 1018764
Investment and advice, Wealth/investment advisor

Firm

My Time Pension Limited

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Mr Andrew Mark Fouracres

SMF16 Compliance Oversight

Active since 1 December 2025
FRN 1033886
Investment and advice, Wealth/investment advisor

Firm

Anand Rathi Wealth UK Limited

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Mr Daniel Nicholas Salt

SMF16 Compliance Oversight

Active since 26 November 2025
FRN 1023214
Investment and advice, Wealth manager

Firm

Apeiron Wealth Management Limited

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Mr Stuart Clark MacDonald

SMF16 Compliance Oversight

Active since 20 November 2025
FRN 1023504
Investment and advice, Wealth manager

Firm

RSQ WEALTH MANAGEMENT LIMITED

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Stephen Martin Middleton

SMF16 Compliance Oversight

Active since 17 November 2025
FRN 1038396
Investment and advice, Wealth/investment advisor

Firm

L&T Capital Investment Ltd

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Mr Kyran Charles Roberts

SMF16 Compliance Oversight

Active since 3 November 2025
FRN 1023412
Investment and advice, Holistic financial planner

Firm

Affinity Financial Management Limited

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Mr Graeme James Bone

SMF16 Compliance Oversight

Active since 3 November 2025
FRN 1017317
Investment and advice, Wealth manager

Firm

Pathfinder Wealth Management Ltd

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Garry Mark Appleton

SMF16 Compliance Oversight

Active since 31 October 2025
MiFID
FRN 922882
Investment and advice, Wealth manager

Firm

Flying Colours Investment Management Limited

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Mr Michael Charles Abbott

SMF16 Compliance Oversight

Active since 23 October 2025
FRN 1032712
Investment and advice, Wealth/investment advisor

Firm

Silverhall Wealth Limited

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Mr Jeremy Simon Brett

SMF16 Compliance Oversight

Active since 22 October 2025
FRN 1023998
Investment and advice, Wealth/investment advisor

Firm

Brett Investment Limited

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Mr John Corcoran

SMF16 Compliance Oversight

Active since 21 October 2025
FRN 1002114
Investment and advice, Wealth/investment advisor

Firm

Westminster Wise Ltd

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Mr Simon Christopher Owen

SMF16 Compliance Oversight

Active since 14 October 2025
FRN 1029743
Investment and advice, Wealth/investment advisor

Firm

Pension Pulse Ltd

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Mr KARL DAVID Townsend

SMF16 Compliance Oversight

Active since 9 October 2025
FRN 1017828
Investment and advice, Wealth/investment advisor

Firm

Count Finance LTD

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Mr Callum Bruce Duncan

SMF16 Compliance Oversight

Active since 1 October 2025
FRN 1031754
Investment and advice, Holistic financial planner

Firm

Alva Wealth Limited

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Mr Oluyemi Stephen Obabori

SMF16 Compliance Oversight

Active since 1 October 2025
FRN 1030825
Investment and advice, Holistic financial planner

Firm

Richmond King Limited

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Mr David Mark Venn

SMF16 Compliance Oversight

Active since 26 September 2025
FRN 1028948
Investment and advice, Holistic financial planner

Firm

Venn Wealth Management Ltd

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Mr William Nikander Barkes

SMF16 Compliance Oversight

Active since 1 September 2025
FRN 1024604
Investment and advice, Wealth/investment advisor

Firm

Cauvery Wealth Ltd

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Mr Anthony Castle

SMF16 Compliance Oversight

Active since 1 September 2025
FRN 1021791
Investment and advice, Holistic financial planner

Firm

Castle Wealth Limited

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Mr Joseph Denis O'Shea

SMF16 Compliance Oversight

Active since 18 August 2025
MiFID
FRN 1018948
Investment and advice, Holistic financial planner

Firm

Cove Financial Planning (Leeds) Limited

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Mr Germán Torres Villodre

SMF16 Compliance Oversight

Active since 18 August 2025
MiFID
FRN 1017104
Banking, Private banking and wealth management

Firm

Transatlantique Private Wealth (UK) Limited

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Mark Butterworth

SMF16 Compliance Oversight

Active since 23 July 2025
MiFID
FRN 940452
Investment and advice, Holistic financial planner

Firm

Nother Portfolio Services Ltd

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Mr Stefano Del Federico

SMF16 Compliance Oversight

Active since 2 July 2025
MiFID
FRN 1019537
Investment and advice, Wealth manager

Firm

Alpha Investment Office Limited

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Mr Mark Ian Horrocks

SMF16 Compliance Oversight

Active since 3 March 2025
MiFID
FRN 1018622
Investment and advice, Wealth manager

Firm

Intrinsic Capital London Limited

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Aditya Sarin

SMF16 Compliance Oversight

Active since 14 February 2025
MiFID
FRN 996981
Investment and advice, Wealth manager

Firm

InCred Global Wealth Limited

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Mr Thomas Gerard Kelly

SMF16 Compliance Oversight

Active since 20 January 2025
MiFID
FRN 1009509
Investment and advice, Wealth manager

Firm

AEQUITAS WEALTH MANAGEMENT LIMITED

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Robin James Spruell

SMF16 Compliance Oversight

Active since 5 December 2024
MiFID
FRN 984829
Investment and advice, Wealth manager

Firm

Sidekick Money Ltd

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Mrs Neeta Venuturupalli

SMF16 Compliance Oversight

Active since 2 December 2024
MiFID
FRN 1015980
Investment and advice, Wealth/investment advisor

Firm

Lighthouse Canton UK Limited

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Rahul Sen

SMF16 Compliance Oversight

Active since 7 November 2024
MiFID
FRN 966180
Investment and advice, Wealth manager

Firm

Beryllus Capital (UK) Limited

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Mr Neil Edward Woods

SMF16 Compliance Oversight

Active since 1 October 2024
MiFID
FRN 968578
Investment and advice, Holistic financial planner

Firm

Brookway Financial Ltd

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Natalie Hannah Howman

SMF16 Compliance Oversight

Active since 23 September 2024
MiFID
FRN 926137
Investment and advice, Wealth manager

Firm

Dowgate Wealth Limited

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Mr Ian Robert Cooke

SMF16 Compliance Oversight

Active since 17 September 2024
MiFID
FRN 1012368
Investment and advice, Wealth manager

Firm

Perpetual Wealth Solutions Limited

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Philip Neil Burbidge

SMF16 Compliance Oversight

Active since 9 May 2024
MiFID
FRN 961763
Investment and advice, Wealth manager

Firm

Oakglen Wealth Limited

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Mr Amir William Anbouche

SMF16 Compliance Oversight

Active since 4 March 2024
MiFID
FRN 925231
Investment and advice, Wealth manager

Firm

Artless Wealth Ltd

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Mrs Sarah Carlin

SMF16 Compliance Oversight

Active since 23 February 2024
MiFID
FRN 947852
Investment and advice, Wealth/investment advisor

Firm

Two10 Investment Services Limited

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Mr Roberto Viano

SMF16 Compliance Oversight

Active since 1 February 2024
MiFID
FRN 992341
Investment and advice, Wealth manager

Firm

Klay Capital Limited

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Doctor Alexander Putzer

SMF16 Compliance Oversight

Active since 14 November 2023
MiFID
FRN 959424
Banking, Private banking and wealth management

Firm

LGT Bank AG

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Rosabel Paterson-Park

SMF16 Compliance Oversight

Active since 1 November 2023
MiFID
FRN 991411
Investment and advice, Wealth/investment advisor

Firm

KX ASSET MANAGEMENT LTD

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Mr Lee Michael Clayton

SMF16 Compliance Oversight

Active since 5 September 2023
MiFID
FRN 982710
Investment and advice, Holistic financial planner

Firm

CHN Investment Management Ltd

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Mr James Edward Robinson

SMF16 Compliance Oversight

Active since 7 August 2023
MiFID
FRN 988881
Investment and advice, Wealth manager

Firm

TPT Investment Management Limited

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Mr Periklis Filippou

SMF16 Compliance Oversight

Active since 2 August 2023
MiFID
FRN 992520
Investment and advice, Wealth manager

Firm

Veritycorp Ltd

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Mrs Carolyn Louise Matravers

SMF16 Compliance Oversight

Active since 1 August 2023
MiFID
FRN 990457
Investment and advice, Wealth/investment advisor

Firm

Bluebell Financial Management Limited

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Miss Katrina Marie Duffy

SMF16 Compliance Oversight

Active since 21 July 2023
MiFID
FRN 959302
Banking, Private banking and wealth management

Firm

Joh. Berenberg, Gossler & Co. KG

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